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MB, Levis & Associates’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

MB, Levis & Associates’s Portfolio IAI Stock Details IAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-50
Closed -$8.97K – 244
2025
Q4 		$8.97K Buy
+50
New +$8.78K ﹤0.01% 166

Other funds holding IAI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return

MB, Levis & Associates's IAI Position: Q1 2026 in Review

MB, Levis & Associates sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q1 2026, closing a stake of 50 shares — an estimated $8.97K sold.

MB, Levis & Associates first reported a position in IAI in Q4 2025 and held it in 1 quarter. The position peaked at $8.97K in Q4 2025. 172 funds tracked by Wall St. Rank hold IAI as of Q1 2026.

  • MB, Levis & Associates reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q1 2026 after selling out during the quarter.
  • MB, Levis & Associates sold 50 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2026, an estimated $8.97K.
  • MB, Levis & Associates first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2025 and held it in 1 quarter.
  • MB, Levis & Associates's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $8.97K in Q4 2025.
  • 172 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2026.

Based on MB, Levis & Associates's 13F filing for Q1 2026, filed 8 Apr 2026.